Chad Michael Curtis
Investment adviser representative at Independent Financial Group, LLC
14 yearsExperience
1 stateRegistered in
$12.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Independent Financial Group, LLCSep 2023 to now
- American Senior BenefitsOct 2018 to now
- Strategic Retirement Solutions, LLCOct 2018 to now
- Gradient Securities, LLCSep 2020 to Jul 2023
- Regal Investment Advisors, LLCMar 2019 to Jul 2020
- Regulus, LLCMar 2019 to Jul 2020
- Bankers Life Advisory Services, IncMar 2017 to Sep 2018
- Bankers Life Securities, IncMar 2017 to Sep 2018
- Guardian Life Insurance CompanyMar 2012 to Jan 2017
- Park Avenue SecuritiesMar 2012 to Jan 2017
- Peachtree Planning CorpFeb 2012 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (GA).
Independent Financial Group, LLC
$12.9BAssets managed
26,635Clients
460Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6035941
- Firm CRD
- 7717